- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering ... with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently… more
- Bank of America (Pennington, NJ)
- …Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and ... Investment Advisory Specialist Pennington, New Jersey **Job...record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the… more
- Deloitte (New York, NY)
- …our world! What you'll do As a Senior Manager on our Global Trade Advisory team, you will participate in engagements requiring regulatory analysis for a variety of ... multinational companies, understand national and international trade requirements, and align client trade functions with their business objectives. You will also… more
- Huron Consulting Group (New York, NY)
- …the expert you are now and create your future. Huron's Financial Institutions Advisory team is seeking a Consulting Manager with experience in Internal Audit, ... within the financial services industry to join our team. In this client -facing role, you will leverage your deep understanding of banking regulations, policies,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, ... deposits. As a Portfolio Strategist on the the Portfolio Advisory Group, you will help bring together asset allocation,...team is primarily based in New York, with regional Specialist teams in London and Hong Kong. **Job Responsibilities**… more
- Optiv (New York, NY)
- …team will typically include a Solutions Architect, Client Operations Specialist , and an Executive Advisory Director and services practices personnel ... As a Senior Client Manager (Sr. CM) you'll be responsible for...client , you'll bring together appropriate Optiv technical, Executive Advisory and leadership personnel to collaborate with your top… more
- Raymond James Financial, Inc. (New York, NY)
- …effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority… more
- Raymond James Financial, Inc. (New York, NY)
- …aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures, ... practices through continuing professional development, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and… more
- Raymond James Financial, Inc. (New York, NY)
- …for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from ... and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best… more
- CBRE (Florham Park, NJ)
- Client Services Specialist - Marketing Job ID 205581 Posted 19-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... a candidate's education, training, and experience. The minimum salary for the Client Services Specialist position is $31.25 per hour and the maximum salary for… more
- BlackRock (Princeton, NJ)
- …solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client relationships and educating ... **About this role** **Business Description** **BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial… more
- BlackRock (Princeton, NJ)
- …a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. ... Boston, Atlanta or San Francisco **Business Description:** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and… more
- S&P Global (New York, NY)
- …Jones Indices** **The** **Role:** Associate Director, Direct Indexing and Model Portfolios Specialist **The Role:** We are seeking an Associate Direct Indexing and ... As an Associate Director, Direct Indexing and Model Portfolios Specialist , you will focus on growing our indices in...technology enabled distribution. You have a passion for delivering client centric business models, driving both the strategy and… more
- S&P Global (New York, NY)
- …Dow Jones Indices** **The** **Role:** Internal, Direct Indexing and Model Portfolios Specialist **The Role:** We are seeking an Internal Direct Indexing and Model ... Portfolios Specialist to join our Commercial team at S&P Dow...and technology enabled distribution. You have a passion for client centric business models, driving the growth and adoption… more
- BlackRock (Princeton, NJ)
- …their clients. **Role Description** Alternative Investment Specialists in US Wealth Advisory are responsible for developing client relationships, educating ... **About this role** BlackRock's US Wealth Advisory business manages the firm's relationships with US...and RIA segments. Specialists will be responsible for discrete client coverage and autonomous territory management while also assisting… more
- Bank of America (New York, NY)
- …+ Financial Management + Presentation Skills + Risk Management + Business Development + Client Management + Client Solutions Advisory + Market Analysis + ... UHNW Solutions Product Platform Specialist New York, New York **Job Description:** At...teams to identify opportunities, deliver education/training and enhance the client and advisor experience. + Handle all aspects of… more
- Deloitte (New York, NY)
- …unpredictable world. Recruiting for this role ends on 5/31/2025 The AI Data Specialist in Deloitte's Human Capital Consulting Asset Shop will lead the design, ... role is crucial in driving the adoption of AI technologies to transform client business models and deliver cutting-edge solutions. This role requires a deep… more
- AECOM (Piscataway, NJ)
- …is seeking a creative, highly talented Senior Environmental Planner/Permitting Specialist for environmental review projects within the Transportation Business Line. ... (3 days/week in the office, 2 days remote/week). Our Senior Environmental Planner/Permitting Specialist is a newly created role to handle our growing business of… more
- Bank of America (New York, NY)
- …+ Financial Management + Presentation Skills + Risk Management + Business Development + Client Management + Client Solutions Advisory + Market Analysis + ... Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank...Description:** Acts as the senior product representative on a client team and is solely responsible for all product… more
- Amazon (New York, NY)
- …with customers, partners and internal AWS teams to deliver Cloud Value Advisory expertise, business value case development, and Cloud Financial Management best ... Cloud Economics Engagements As a Cloud Economics Business Value Specialist within AWS, you will help AWS customers shape...facing role. You will be required to travel to client locations and deliver professional services when needed. Key… more